Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,742 | $106,890-90.0% | $84,015-87.2% | $152,861-93.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 16.43% | 104.99%-88.6pp | 71.31%-54.9pp | 345.32%-328.9pp |
| Employer contribution / active EE | $944 | $2,734-65.5% | $1,983-52.4% | $4,762-80.2% |
| Participant deferral / active EE | $1,554 | $4,011-61.3% | $3,239-52.0% | $5,850-73.4% |
| Admin fee / account holder | $75 | $8,285-99.1% | $6,101-98.8% | $11,596-99.4% |